Acres of Diamonds

Understanding Today's Financial Environment

Welcome to Insight Wealth Strategies. We are dedicated to helping our clients define and create a plan
to reach their financial goals. We pride ourselves on delivering objective, strategic and prudent advice
designed to help our clients accumulate, protect and transfer wealth. Whether your goal is preparing for
retirement, college savings, estate strategy or business succession planning, our comprehensive,
personalized service focuses on understanding your objectives.

With offices across California: San Ramon, Livermore, Point Richmond, Bakersfield, and Irvine; as well as
in Houston, Texas, we are conveniently located to better suit our clients’ needs. Our professionals have
years of experience in financial services. We can help you address your needs of today and for many
years to come. We look forward to working with you through all stages of your life.”

Market Summary

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2015 FMG Suite.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.